Financial Adviser jobs in Felpham

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements

Are you an experienced Pensions Administrator looking for a fresh challenge?

In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.

You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement.

This role will work on a hybrid basis from any of our UK offices.

What you’ll be doing:

• Communicating with clients and scheme members on complex queries when required via letter, email and telephone.
• Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules.
• Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events.
• Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work.
• Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales.
• Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget.
• Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed.
Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications.

What we’re looking for

• Experience liaising with clients and trustees.
• Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy
• Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues.
• In-depth knowledge of UK pensions legislation.
• Good communication skills, both written and verbal.
• Strong analytical and problem-solving skills.
• Able to analyse and improve processes.
• Relevant professional qualification (e.g. PMI) – desirable.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.